/create-entity-action

Generate Directum RX entity action metadata, C# handlers, and resx localization keys.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/dunaevdmitriys-dev/directum-mcp-server --skill create-entity-action
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: /create-entity-action
Source: https://github.com/dunaevdmitriys-dev/directum-mcp-server/tree/main/skills/create-entity-action
Command: npx skills add https://github.com/dunaevdmitriys-dev/directum-mcp-server --skill create-entity-action

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you add new Actions (buttons) to Directum RX entity cards and/or collections by defining the required .mtd metadata, implementing the C# handlers in *Actions.cs, and providing the matching localization keys in .resx files so the UI can display and execute your action correctly.

Core Features & Use Cases

  • Create .mtd Action definitions for Card, Collection, or CardAndCollection, including GUIDs and optional icon/confirmation/visibility settings.
  • Implement Execute and Can<ActionName> handlers in the correct ClientBase location so the action both works and shows/hides safely based on entity state.
  • Synchronize localization (System.resx) by adding required Action_<ActionName> keys (and optional Hint/Description) to ensure the button label is not shown as a technical name.
  • Use-end examples: adding Deal Actions (e.g., CreateProposal, CreateContract, CreateInvoice, ShowDealDocuments, AddActivity, OpenInCrmSpa) and Lead ConvertLead with a dialog-driven flow.

Quick Start

Add your action to the entity .mtd Actions[] array with a new GUID, implement both handler methods in <Module>.ClientBase/<Entity>/<Entity>Actions.cs, then add Action_<ActionName> (and optional Hint/Description) entries to the <Entity>System.resx files and validate using the consistency tools.

Frequently Asked Questions about /create-entity-action

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I add a custom action button to a Directum RX entity card?

To add a custom action button in Directum RX, define the action in the entity .mtd metadata file with a unique GUID, implement the Execute and Can<ActionName> C# handlers in the ClientBase *Actions.cs file, and add Action_<ActionName> keys to the System.resx localization file.

What Directum RX files need to be modified when creating a new entity action?

Creating a Directum RX entity action requires modifying three file types: the entity .mtd metadata file for the action definition, the <Entity>Actions.cs file for C# Execute and Can handlers, and the <Entity>System.resx file for Action_<ActionName> localization keys.

Why does my custom Directum RX action button show a technical name instead of a label?

A Directum RX action button displays a technical name instead of a label when the System.resx localization file is missing the required Action_<ActionName> resource key. Adding this key with optional Hint and Description entries ensures the button displays correctly.

Can I create bulk actions for multiple records in Directum RX?

Yes, you can create bulk actions in Directum RX by setting the action type to Collection or CardAndCollection in the .mtd metadata file. This allows the action to process multiple selected records simultaneously from list views.

What is the difference between Execute and Can handlers in Directum RX entity actions?

The Execute handler in Directum RX entity actions contains the core logic that runs when the button is clicked, while the Can<ActionName> handler evaluates entity state to determine if the action should be visible or enabled in the UI.

Do I need to set GenerateHandler to true for Directum RX entity actions?

Yes, setting GenerateHandler=true is required when creating Directum RX entity actions. This ensures the necessary C# handler structure is generated in the *Actions.cs file so the action can execute properly at runtime.